All Sales (Selling, Credit Sales, Draft, Quotation & Suspended Sales)

Step 1: Open the POS Screen

1. Click on POS

Step 2: Select a customer

1. By default, Walk-In Customer is selected.
2. To select an existing customer:
   • Search by Name, Email, or Phone Number

Step 3: Search and Add Products

1. Enter the product name in the search bar or scan the barcode.

2. If multiple products appear:

   • Select the correct product from the dropdown list.

3. If only one product matches:

   • The product is added to the cart automatically.

4. To remove an added item, simply click the X on the right. See the screenshot for reference.

Step 4: Modify Product Details (If required)

1. Click on the product name in the cart.
2. Update any of the following:
   • Selling price
   • Tax
   • Discount Note: Product-level tax editing is available only if Inline Tax is enabled
     (Business Settings → Tax → Enable Inline Tax in Purchase and Sell).

Step 5: Select Lot Number or Expiry Date (If enabled)

1. If lot tracking is enabled, choose the lot number.
2. go to Business Settings → Product → click on enable product expiry.

Step 6: Cancel the Sale (Optional)

1. Click Cancel if the transaction should not proceed.
2. Canceled sales are not saved, and stock remains unchanged.

Step 7: Finalize the Sale

Click Finalize Payment.

1. Select the Multiple Pay.
2. Enter the payment amount.
3. Click Save to complete the sale.

Step 8: Print the Invoice

1. After saving, select the Print Invoice option.
2. Ensure margin settings are set to Default for correct printing.

Step 9: Use Express Checkout (Optional)

1. Click ctrl+e. It will Enable Express Checkout Automatically.
2. The system:
   • Marks the sale as Paid
   • Sets the payment method to Cash
   • Skips the payment screen
3. Invoice printing depends on location settings.

Step 10: Make a Credit Sale (Optional)

A. Full Credit Sale

1. Enable credit sales:

   • Go to Settings → Business Settings → POS
   • Enable Show Credit Sale Button

2. On the POS screen, click Credit Sale.

B. Partial Credit Sale

Example: Invoice total = $1,000
Customer pays = $700

Steps:

1. Click Multiple Pay
2. Select payment method and enter $700
3. Finalize payment
4. Remaining amount is saved as customer credit.

Step 11: View or Edit Sales Records

1. Go to Sell → List Sales to view completed sales.
2. Go to Sell → Drafts to view draft sales.
3. Sales and drafts can be edited before finalization.

Step 12: Create Drafts or Quotations

1. During a sale, select Draft or Quotation.
2. Save the transaction.
3. Stock is not deducted.

Step 13: Convert Draft or Quotation to Sale

1. Go to Invoice → List Drafts or Sell → List Quotations
2. Click Actions → Edit
3. Change status to Final
4. Save the transaction.

Step 14: Copy a Quotation

1. Go to Invoice → List Quotations
2. Click Actions → Copy Quotation

Step 15: Use Suspended Sales

1. Click the Suspended Sales (cyan button) on the POS screen.
2. Enter a reference (e.g., Table number or Room number).
3. Resume and finalize the sale when required.

Step 16: Accept Payments

1. Choose a payment method:
   • Cash
   • Card
   • Multiple Pay
2. Use Multiple Pay when:
   • Customer uses more than one payment method
   • Change return is required

Step 17: Pay Supplier Due Amount

1. Go to Contacts → Suppliers
2. Click Actions → Pay Due Amount
3. Enter payment details and save.

Step 18: Enable Sales Amount Rounding

1. Go to Settings → Business Settings → Sales
2. Select a rounding method:
   • Nearest whole number
   • Nearest decimal (e.g., 0.05)

Step 19: Add Sales for a Past Date

From POS Screen

1. Go to Business Settings → POS
2. Enable Transaction Date on POS Screen
3. Select the required date while selling.

From Sales Screen

1. Go to Invoice → Add Sale
2. Select the desired Sale Date
3. Save the transaction.